9 Quality Stocks recommended with strong fundamentals for up to 31% upside potential
Posted: Sat Dec 28, 2024 10:10 am
We continue to believe in the long-term growth story of the Indian equity market. However, with current valuations offering limited scope for further expansion, an increase in corporate earnings will be the primary driver of the market returns moving forward. Hence, bottom-up stock picking with a focus on ‘Growth at a Reasonable Price’ and ‘Quality’ would be keys to generating satisfactory returns in the next one year. We also suggest a “Buy on Dips” strategy in the stocks listed below with an investment horizon of over 12 months.
We present Six Golden Themes for 2025
• Structural Play in Premium Consumption
• Growthstory of the Indian Healthcare Industry
• Companies with higher growth potential in the Infrastructure value chain
• Pharma and Telecom as a Defensive Play
• Real Estate led by Demand Visibility
• Reasonable valuation play in BFSI
• Right mix of Rate Cut Cycle, Defensive, Infra, and Consumption
Our New Year picks for 2025 are: Shriram Finance Ltd, Fortis Healthcare Ltd, Prestige Estates Projects Ltd, City Union Bank Ltd, Ambuja Cements Ltd, DOMS Industries Ltd, Ethos Ltd, Bharti Airtel Ltd, Cipla Ltd
We present Six Golden Themes for 2025
• Structural Play in Premium Consumption
• Growthstory of the Indian Healthcare Industry
• Companies with higher growth potential in the Infrastructure value chain
• Pharma and Telecom as a Defensive Play
• Real Estate led by Demand Visibility
• Reasonable valuation play in BFSI
• Right mix of Rate Cut Cycle, Defensive, Infra, and Consumption
Our New Year picks for 2025 are: Shriram Finance Ltd, Fortis Healthcare Ltd, Prestige Estates Projects Ltd, City Union Bank Ltd, Ambuja Cements Ltd, DOMS Industries Ltd, Ethos Ltd, Bharti Airtel Ltd, Cipla Ltd